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NaushinWa
NaushinWa
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Re: Does workfront "Documents" section allow you to do "real-time" updates similar to Sharepoint? Currently, the only thing I can do is download the document, update it, and then re-upload the document. If not, are there plans to add this feature? - Workfront 15-07-2020
Thank you so much for the very detailed response, Erica! I'm so excited to test this out so that we can solve some workflow issues around copy edit!

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Re: Does workfront "Documents" section allow you to do "real-time" updates similar to Sharepoint? Currently, the only thing I can do is download the document, update it, and then re-upload the document. If not, are there plans to add this feature? - Workfront 15-07-2020
Hi Erica, Would we need to create a specific OneDrive for Workfront, or can we connect a OneDrive we've created specifically for a team? Also, will this integration with OneDrive let users navigate to the OneDrive folder they desire and upload a file? I'm wondering what the industry best practices are around integrating with OneDrive

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24

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5
Re: Login Dashboard in New Experience - Workfront 15-07-2020
I had to re-create some of the dashboards as w ell because the dashboards created in classic were not found in the list so those must have been created after that sync period ended. Our integrations partner advised we'll need to re-create them

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36

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Re: Login Dashboard in New Experience - Workfront 14-07-2020
Interesting... I had to recreate layout templates because they "disappeared" or stopped functioning as we migrated to NWE. Maybe there was a cut-off period from when WF stopped supporting the layout template transition and ours were created in classic after that transitionary period?

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Re: Login Dashboard in New Experience - Workfront 13-07-2020
If they were created in "Classic", you will need to re-create the layout template (Setup --> Interface --> Layout Templates) in the New Workfront Experience and assign it to the user. You might need to re-create dashboards and reports too, not sure. I had to recreate all the layout templates when we began using the New Experience.

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36

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1

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WORKFRONT AND TEAMS - Workfront 13-07-2020
I downloaded the Workfront App for teams and I love it, but I have a question... Is there a way I can have the app show Requests or Work that is assigned to me like I see My Submitted Requests on the requests tab?

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46

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3

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Workfront and Salesforce integrations - Workfront 13-07-2020
Has anyone used the Workfront for Salesforce plugin? I was wondering if you could share a typical workflow so I can understand the integrations better (I'm very new to integrations and workfront). Specifically, can we use automatic triggers to trigger a project creation? Also, Is there a way to send an update back into salesforce about the status of the project that the account & sales managers can see since they'll reside in Salesforce and won't have workfront accounts but need to track the pro...

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Re: User Group Follow-up (June 16, 2020) - Reporting & Dashboards - Workfront 23-06-2020
I'd love to take you up on your offer

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16

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Re: User Group Follow-up (June 16, 2020) - Reporting & Dashboards - Workfront 18-06-2020
wow! I wish I was able to make this session, some of the reports demoed are what we need (except for I lack the skillset to produce them)

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